UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 27.8% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 5,201,217 shares of the financial services provider’s stock after purchasing an additional 1,132,091 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Aflac were worth $609,843,000 at the end of the most recent quarter.
Other hedge funds have also recently modified their holdings of the company. Whipplewood Advisors LLC purchased a new stake in shares of Aflac in the first quarter worth approximately $25,000. Groupe la Francaise purchased a new position in Aflac during the 1st quarter valued at $25,000. Quarry LP purchased a new position in Aflac during the 4th quarter valued at $25,000. Archer Investment Corp bought a new position in Aflac in the 2nd quarter valued at $26,000. Finally, Edmond DE Rothschild Holding S.A. bought a new position in Aflac in the 2nd quarter valued at $27,000. Institutional investors own 67.44% of the company’s stock.
Insider Buying and Selling at Aflac
In related news, major shareholder Post Holdings Co. Ltd. Japan sold 13,200 shares of the business’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $117.35, for a total transaction of $1,549,020.00. Following the transaction, the insider directly owned 50,752,390 shares in the company, valued at $5,955,792,966.50. The trade was a 0.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 506,265 shares of company stock valued at $59,495,304. 0.80% of the stock is owned by company insiders.
Aflac Stock Performance
Aflac (NYSE:AFL – Get Free Report) last posted its earnings results on Thursday, August 6th. The financial services provider reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $1.76 by ($0.01). The firm had revenue of $4.22 billion for the quarter, compared to analysts’ expectations of $4.11 billion. Aflac had a net margin of 26.91% and a return on equity of 13.27%. The company’s revenue was down 1.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.78 EPS. Research analysts expect that Aflac Incorporated will post 7.04 EPS for the current fiscal year.
Aflac Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th will be given a $0.61 dividend. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $2.44 dividend on an annualized basis and a dividend yield of 2.1%. Aflac’s dividend payout ratio (DPR) is presently 26.15%.
Analysts Set New Price Targets
Several research firms have recently weighed in on AFL. Barclays reiterated an “underweight” rating and set a $99.00 target price (up from $98.00) on shares of Aflac in a research report on Friday, August 7th. Keefe, Bruyette & Woods upped their price target on shares of Aflac from $120.00 to $125.00 and gave the stock a “market perform” rating in a report on Tuesday, August 11th. UBS Group reaffirmed a “neutral” rating and issued a $124.00 price target (up from $114.00) on shares of Aflac in a research note on Wednesday, July 8th. Wolfe Research began coverage on shares of Aflac in a research note on Wednesday, August 19th. They issued an “underperform” rating and a $103.00 target price on the stock. Finally, JPMorgan Chase & Co. dropped their price objective on Aflac from $117.00 to $116.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 11th. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $116.62.
Check Out Our Latest Analysis on Aflac
Aflac News Summary
Here are the key news stories impacting Aflac this week:
- Positive Sentiment: Aflac’s quarterly dividend remains a support for income-focused investors. The company declared a $0.61-per-share payment, equivalent to $2.44 annually and a yield of approximately 2.1%, with a relatively modest 26.15% payout ratio. A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
- Neutral Sentiment: Aflac’s valuation remains relatively moderate, with a price-to-earnings ratio near 12.5. However, analyst sentiment is mixed: the consensus rating is “Hold,” and the average price target of $116.62 is close to the stock’s recent trading level.
- Neutral Sentiment: Aflac’s recent quarterly results were mixed. Earnings of $1.75 per share narrowly missed estimates, while revenue of $4.22 billion exceeded expectations; revenue nevertheless declined 1% year over year and EPS fell from $1.78 in the prior-year quarter. Aflac stock steadies as Japan Post trims stake and mixed Q2 2026 results shape outlook
- Negative Sentiment: Japan Post Holdings has continued reducing its Aflac stake, selling 13,200 shares for approximately $1.55 million on August 26 and 12,700 shares for approximately $1.48 million on August 25. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, and each reduced its ownership by only 0.03%, limiting the immediate fundamental impact. However, the repeated sales may create a supply overhang and weigh on investor sentiment. Major AFLAC Stakeholder Makes Bold Move With Multimillion-Dollar Stock Sale
About Aflac
Aflac Incorporated (American Family Life Assurance Company of Columbus) is a provider of supplemental insurance products designed to help policyholders manage out-of-pocket health care and living expenses. The company underwrites a range of individual and group policies that typically pay cash benefits directly to insureds when covered events occur, enabling greater financial flexibility for medical treatment, hospital stays, critical illness, and related costs. Aflac’s product mix includes supplemental health insurance, life insurance and other specialty coverages intended to complement primary medical plans.
Founded in the mid-20th century and headquartered in Columbus, Georgia, Aflac distributes its products through a combination of employer-sponsored programs, independent brokers and agents, and direct marketing.
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